Atria Wealth Solutions’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Atria Wealth Solutions’s Portfolio USTB Stock Details USTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.96M	Sell	58,167 -2,138	-4%	-$108K	0.07%	322
2025 Q1	$3.05M	Buy	60,305 +9,206	+18%	+$464K	0.04%	496
2024 Q4	$2.57M	Buy	51,099 +4,066	+9%	+$205K	0.03%	552
2024 Q3	$2.39M	Buy	47,033 +3,223	+7%	+$162K	0.03%	566
2024 Q2	$2.18M	Buy	43,810 +9,070	+26%	+$450K	0.02%	597
2024 Q1	$1.73M	Buy	34,740 +659	+2%	+$32.7K	0.02%	690
2023 Q4	$1.69M	Sell	34,081 -1,416	-4%	-$69.3K	0.02%	662
2023 Q3	$1.74M	Buy	35,497 +2,262	+7%	+$111K	0.02%	613
2023 Q2	$1.62M	Buy	33,235 +1,625	+5%	+$79.6K	0.02%	647
2023 Q1	$1.55M	Buy	31,610 +12,166	+63%	+$596K	0.02%	633
2022 Q4	$946K	Buy	19,444 +15,166	+355%	+$735K	0.02%	774
2022 Q3	$207K	Sell	4,278 -440	-9%	-$21.6K	﹤0.01%	1535
2022 Q2	$231K	Buy	4,718 +17	+0.4%	+$839	﹤0.01%	1363
2022 Q1	$234K	Buy	+4,701	New	+$238K	﹤0.01%	1472

Other funds holding USTB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

Atria Wealth Solutions's USTB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 3.5% in Q2 2025, selling an estimated $108K and leaving 58,167 shares worth $2.96M. The position accounts for 0.07% of the portfolio, ranked #322.

Atria Wealth Solutions first reported a position in USTB in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.05M in Q1 2025. 121 funds tracked by Wall St. Rank hold USTB as of Q2 2025.

Atria Wealth Solutions held 58,167 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $2.96M as of Q2 2025.
Atria Wealth Solutions sold 2,138 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2025, an estimated $108K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #322 holding.
Atria Wealth Solutions first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $3.05M in Q1 2025.
121 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.